SUBSCRIPTIONS

I got choices for you!

Have you taken my boot camps? Have you read my book? Are you still yearning for individual time with me and want to keep it affordable?

I have choices for you, depending on how much you will need me.

 

THE PACKAGES

PACKAGE 1

$60.00 a month

  • If paid monthly

$500.00 a year

  • If paid all at once (saves $120.00)

Cancel at any time

What do you get?

  • Email/phone access to me for the time of our engagement
  • 3 Meetings per 12-month period

    1. Initial Strategy Meeting
    2. Insurance/Investment Meeting
    3. Retirement Meeting

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PACKAGE 2

$85.00 a month

  • If paid monthly

$900.00 a year

  • If paid all at once (saves $120.00)

Cancel at any time

What do you get?

  • Email/phone access to me for the time of our engagement
  • 3 Meetings per 12-month period

    1. Initial Strategy Meeting
    2. Insurance/Investment Meeting
    3. Retirement Meeting

  • Annual portfolio review and report (401K, IRAs, investments)

START NOW

PACKAGE 3

$110.00 a month

  • If paid monthly

$1200.00 a year

  • If paid all at once (saves $120.00)

What do you get?

  • Email/phone access to me for the time of our engagement
  • 4 Meetings per 12-month period

    1. Initial Strategy Meeting
    2. Insurance/Investment Meeting
    3. Retirement Meeting
    4. Major goal planning meeting

  • Annual portfolio review and report (401K, IRAs, investments)

START NOW

DISCLOSURE

As a disclosure, this is real, I am real, I do this for a living, I am a CFP®, and there will be some paperwork that you will need to sign. This protects you and me and sets our engagement terms and expectations.

DROP ME A LINE

A CFP® can bring all your financial pieces together on a foundation of trust and collaboration. 

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.

Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA / SIPC.

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AZ, CA, IL, MA, NV, TN, WA.

California Insurance License 0I39165.